Company Overview
Margetts Wealth Management Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Tuesday 11 June 2002, so this is a well established company. Margetts Wealth Management Limited has been in business for 23 years and 9 months. The accounts status is total exemption full and the accounts are next due on Tuesday 30 June 2026.
Registered Address

Office 1 50-54 St Paul's Square, Birmingham, B3 1QS
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Companies House Data
Company NameMARGETTS WEALTH MANAGEMENT LIMITED
Company Number04458263
Registered Office AddressOffice 1 50-54 St Paul's Square
 B3 1QS
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date11/06/2002
Accounting Reference Date Day30
Accounting Reference Date Month9
Accounts Next Due Date30/06/2026
Accounts Last Made Up Date30/09/2024
Accounts Account CategoryTOTAL EXEMPTION FULL
Returns Next Due Date09/07/2017
Returns Last Made Up Date11/06/2016
Previous Company NameChanged Date
MARGETTS FINANCIAL SERVICES (UK) LIMITED01 Mar 2006
Directors & Members
Show Resigned
Ian Butler - Director
(British, 47 years old, born March 1979)
Appointed 03 April 2017
 Active
Kevin Smith - Director
(British, 64 years old, born November 1962)
Appointed 18 April 2013
 Active
James Vickers - Director
(British, 44 years old, born May 1982)
Appointed 24 October 2024
 Active
Secretaries
Show Resigned
Other Company Directorships
Ian Butler
SBV HOLDINGS LIMITED
Kevin Smith
CROMBIES FINANCIAL PLANNING LIMITED
GRAPE AUTO ENROLMENT LTD
INVENTIVE FINANCIAL SOLUTIONS LIMITED
ISLAMIC FINANCIAL MANAGEMENT LIMITED
PROBIZ FINANCIAL SERVICES LIMITED
RHJ CONSULTING SERVICES LTD
ST PAULS PROPERTY INVESTMENT LTD
James Vickers
SBV HOLDINGS LIMITED
Balance Sheet Unlock full report
Accounts Date 30-Sep-2024 30-Sep-2022 30-Sep-2021
Balance Sheet
Fixed Assets 366 366 732
Current Assets 871,340 871,340 1,027,937
Creditors Due Within One Year 171,816 171,816 251,011
Working Cap 699,524 699,524 776,926
Total Assets Less Current Liabilities 699,890 699,890 777,658
Long-term Liabilities 0 0 270,721
Net Assets 699,890 699,890 506,937
Share Capital & Reserves
Share Cap - - -
Profit & Loss Reserves - - -
Other Reserves - - -
Shareholders Funds 699,890 699,890 506,937
Common Size Financial Analysis Unlock full report
Accounts Date 30-Sep-2024 30-Sep-2022 30-Sep-2021
Tangible Fixed Assets - - -
Fixed Assets 0.0% 0.0% 0.1%
Stocks Inventory - - -
Debtors 66.5% 66.5% 35.8%
Cash Bank In Hand 33.5% 33.5% 64.2%
Current Assets 100.0% 100.0% 99.9%
Creditors Due Within One Year 19.7% 19.7% 24.4%
Net Current Assets Liabilities 80.2% 80.2% 75.5%
Creditors Due After One Year - - -
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability - - -
Called Up Share Capital - - -
Share Capital Allotted Called Up Paid - - -
Profit Loss Account Reserve - - -
Shareholder Funds 80.3% 80.3% 49.3%
Capital Employed - - -
Total Assets Less Current Liabilities 80.3% 80.3% 75.6%
Financial Ratio Analysis Unlock full report
Accounts Date 30-Sep-2024 30-Sep-2022 30-Sep-2021
Liquidity Ratio 5.1 5.1 4.1
Solvency Ratio 5.1 5.1 2.0
Reserves to Assets - - -
Secured Creditors Unlock full report
Mortgages Charges 4
Mortgages Outstanding 2
Mortgages Part Satisfied 0
Mortgages Satisfied 2
Assets and Debt Analysis Unlock full report
Accounts Date 30-Sep-2024 30-Sep-2022 30-Sep-2021
Assets 871,706 871,706 1,028,669
Debt 171,816 171,816 521,732
Net Assets/Debt 699,890 699,890 506,937

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Confirmation statement made on 11 June 2025 with updates
Satisfaction of charge 044582630002 in full
Registration of charge 044582630004, created on 18 February 2025
Registration of charge 044582630003, created on 13 February 2025
Notification of Sbv Holdings Limited as a person with significant control on 25 October 2024
Cessation of Kevin Smith as a person with significant control on 25 October 2024
Registration of charge 044582630002, created on 25 October 2024
Director's details changed for Mr James Vickers on 25 October 2024
Appointment of Mr James Vickers as a director on 24 October 2024
Confirmation statement made on 11 June 2024 with no updates
Current accounting period extended from 27 September 2023 to 30 September 2023
Confirmation statement made on 11 June 2023 with updates
Confirmation statement made on 11 June 2022 with no updates
Director's details changed for Mr Ian Butler on 5 August 2021
Amended total exemption full accounts made up to 30 September 2020
Confirmation statement made on 11 June 2021 with no updates
Termination of appointment of Tobhias Jonathan Ricketts as a director on 21 April 2021
Satisfaction of charge 044582630001 in full
Change of details for Mr Kevin Smith as a person with significant control on 17 July 2020
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